Podcast Episodes

The Price of Policy: Taxes, Tariffs, and Capital Flows

Season 5

Fiscal policy shifts, from taxes to tariffs, are steering global capital and trade flows. The US, for instance, is attracting investments despite the tariff headlines—illustrating how the impact of t…

Published on 13 hours ago

Staying the Course: The Power of Long-Term Thinking in Volatile Markets

Season 5 Episode 8

Sir Isaac Newton was a legendary physicist and mathematician. But even the man known for developing the theory of gravity failed to time the market. It is said that after cashing in his shares of Bri…

Published on 4 weeks ago

The Rise of Geoeconomics: Power Dynamics Shaping Global Markets

Season 5 Episode 7

The House of Medici, which ruled over Florence for much of the Renaissance period, established a political dynasty with influence built on successful ventures in commerce and banking. The Medicis pre…

Published on 2 months ago

Balancing Growth, Costs, and Geopolitics in Airlines

Season 5 Episode 6

Airlines represent one of the most challenging and complex industries in today’s economy. With thousands of flights moving people and cargo around the world every day, airlines manage a “complicated …

Published on 2 months, 4 weeks ago

Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare

Season 5 Episode 5

Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, these chokepoints are often caught in the crosshairs…

Published on 3 months, 3 weeks ago

Trading Up: How Active ETFs Revolutionized Investing

Season 5 Episode 4

Exploring the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices.

ETFs, or exchange-traded funds, were born out of a need …

Published on 5 months ago

Raising the Stakes: Investing and the Art of Risk Taking

Season 5 Episode 3

With a standard deck of cards, there are around 2.5 million potential hands at the start of each game of poker. The key to success is in the decision process—determining how to play a hand, and how …

Published on 5 months, 4 weeks ago

The New Arms Race: Supply Chains, Data, and National Security

Season 5 Episode 2

The world’s superpowers are engaging in a different type of arms race beyond the battlefield. With technology advancing at a speedy pace, a global competition for all the ingredients necessary to sup…

Published on 6 months, 4 weeks ago

Against the Grain: Challenging Conventional Wisdom for Better Outcomes

Season 5 Episode 1

Edward Lorenz, a meteorologist and mathematician, formulated a theory called the butterfly effect—based on a hypothetical scenario in which a butterfly, simply by flapping its wings, affects a tornad…

Published on 8 months ago

Balancing Act: Economic Policy and National Security in a Fragmenting World

Season 4 Episode 11

Italy surprised much of the world when it became the first—and only—member of the G7 to join China’s Belt and Road program in 2019. Just four years later, Italy withdrew from the initiative. The abou…

Published on 9 months, 4 weeks ago